Latest Blog Posts

The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouses Happy

Posted on: October 5th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust....

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S

Posted on: September 29th, 2015
Believe it or not, in the U.S. it isn't easy to disinherit your spouse. But the same is not true for other family members - generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. ​...

How to Fix a Trust That Isn’t Getting Better With Age

Posted on: September 21st, 2015

What’s Hot in Estate Planning Right Now May Surprise You

Posted on: September 14th, 2015
... A New Resource for Older Americans and Their Families

Posted on: September 7th, 2015
More than 10,000 people turn 65 in the U.S. every day according to (, a new website recently launched by the Obama administration. The goal of this website is to act as gateway for older Americans and their families, friends and caregivers to locate information about leading a healthy lifestyle, options for health care, preventing elder abuse, and retirement planning. ...

5 Reasons Why Uncle Bill May Not Make a Good Trustee

Posted on: August 23rd, 2015
If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust's longevity and ultimate success....
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